Mather Group’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $280K | Buy |
4,432
+650
| +17% | +$41K | ﹤0.01% | 517 |
|
2025
Q1 | $260K | Buy |
3,782
+1,315
| +53% | +$90.4K | ﹤0.01% | 518 |
|
2024
Q4 | $145K | Buy |
2,467
+295
| +14% | +$17.4K | ﹤0.01% | 658 |
|
2024
Q3 | $139K | Buy |
2,172
+614
| +39% | +$39.4K | ﹤0.01% | 669 |
|
2024
Q2 | $67.8K | Sell |
1,558
-218
| -12% | -$9.49K | ﹤0.01% | 916 |
|
2024
Q1 | $88.5K | Buy |
+1,776
| New | +$88.5K | ﹤0.01% | 735 |
|